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Q2 2014 seasonComplete

74 filed · 24 no filing

As of
Jun 30, 2014
Due
Aug 14, 2014
Filed
74 of 98
Moves
5156 · prev 4936
Stocks moved by 2+
642 · prev 612
Amendments
2

Filings74 of 98 filed

JensenRobert McIverNov 10$6.6B931 amend.2010
Abrams BisonGavin AbramsAug 14$1.2B910
AltimeterBrad GerstnerAug 14$1.0B3136
AppaloosaDavid TepperAug 14$7.1B50410
ArielJohn RogersAug 14$8.2B188137
AtlanticAlex RoepersAug 14$1.5B1640
BaronRon BaronAug 14$25.2B3592625
BaupostSeth KlarmanAug 14$6.1B2451
BerkshireGreg AbelAug 14$107.6B4621
CoatuePhilippe LaffontAug 14$8.0B441510
CoopermanLeon CoopermanAug 14$7.6B881910
DuquesneStanley DruckenmillerAug 14$1.4B46327
EngagedGlenn WellingAug 14$144M1225
FairholmeBruce BerkowitzAug 14$9.9B5591
FPASteven RomickAug 14$12.3B132512
Gates TrustMichael LarsonAug 14$20.0B2000
GreenbergGlenn GreenbergAug 14$2.5B1310
GreenlightDavid EinhornAug 14$7.2B4077
IcahnCarl IcahnAug 14$38.5B1912
JerichoJosh ResnickAug 14$1.7B25108

Shared moves642 stocks moved by 2+ managers

GOOGAlphabet Inc. Class C22 managers+41.27 ppCantillon+5.42 pp
DNOWDNOW Inc.9 managers+1.36 ppFirst Eagle+0.42 pp
unresolvedGoogle Inc.6 managers+6.17 ppWedgewood+2.25 pp
JDJD.com, Inc.5 managers+6.29 ppWhale Rock+4.03 pp
TIMETime Inc5 managers+3.46 ppJericho+2.14 pp
ALLYAlly Financial Inc.4 managers+20.83 ppThird Point+13.51 pp
ANETArista Networks4 managers+0.19 ppLone Pine+0.14 pp
JMEINJumei International-adr4 managers+4.64 ppWhale Rock+4.62 pp
 View all 195 moves →

Where the managers disagree269 names

MSFTMicrosoft Corp14+6.69 pp10-10.91 pp-4.22 pp
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C18+43.30 pp2-3.54 pp+39.76 pp
QCOMQualcomm Inc5+1.22 pp12-12.36 pp-11.14 pp
AAPLApple Inc.8+17.59 pp8-7.78 pp+9.81 pp
WFCWells Fargo & Co.2+0.34 pp13-7.14 pp-6.80 pp
INTCIntel Corp7+2.87 pp7-4.60 pp-1.73 pp
ORCLOracle Corp8+1.94 pp6-3.16 pp-1.22 pp
JNJJohnson & Johnson5+1.29 pp8-2.45 pp-1.16 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.4+0.96 pp9-6.32 pp-5.36 pp
EBAYeBay Inc10+9.43 pp3-6.13 pp+3.30 pp

Most widely heldtop 50 of 1503 · 74 filed

MSFTMicrosoft Corp34 managers2.8%22.9%
AAPLApple Inc.27 managers1.7%12.7%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.26 managers2.8%45.7%
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C25 managers1.3%5.4%
WFCWells Fargo & Co.25 managers3.6%64.4%
ORCLOracle Corp24 managers2.6%12.9%
JNJJohnson & Johnson23 managers1.2%9.4%
VVISA Inc.21 managers1.2%6.8%
XOMExxon Mobil Corp21 managers0.1%15.2%
AIGAmerican International Group, Inc.18 managers3.0%38.3%
 View all 1503 →

Across the managers282 first held · 211 no longer held

DNOWDNOW Inc.9 managers0.4%
JDJD.com, Inc.5 managers4.0%
TIMETime Inc5 managers2.1%
ALLYAlly Financial Inc.4 managers13.5%
ANETArista Networks4 managers—
JMEINJumei International-adr4 managers4.6%
unresolvedGrubhub Inc3 managers0.1%
NAVINavient Corporation3 managers6.5%
unresolvedAbengoa Yield PLC3 managers0.3%
PNRPentair plc3 managers2.5%

Streaks ended0 streaks of 20+ ended

  1. Abrams · SLM 4+ quarters
  2. Abrams · WAIR 4+ quarters
  3. Akre · FDS 4+ quarters
  4. Akre · ROST 4+ quarters
  5. Akre · Directv 4+ quarters
  6. Altimeter · QCOM 4+ quarters
  7. Altimeter · RP 4+ quarters
  8. Altimeter · NBIS 4+ quarters
  9. Altimeter · INXN 4+ quarters
  10. Appaloosa · MET 4+ quarters
  11. Appaloosa · HES 4+ quarters
  12. Appaloosa · BZH 4+ quarters
  13. Appaloosa · TRN 4+ quarters
  14. Appaloosa · JPM 4+ quarters
  15. Appaloosa · QCOM 4+ quarters
  16. Appaloosa · Delphi Automotive PLC 4+ quarters
  17. Ariel · Directv 4+ quarters
  18. Ariel · Tibco Software Inc 4+ quarters
  19. Baillie · NOV 4+ quarters
  20. Baillie · Beam Inc 4+ quarters
  21. Baillie · Coca Cola Hbc ADR 4+ quarters
  22. Baillie · Nam Tai Property Inc 4+ quarters
  23. Baillie · Rackspace Hosting Inc 4+ quarters
  24. Baillie · Solera Holdings 4+ quarters
  25. Baillie · Xyratex Ltd 4+ quarters
  26. Baillie · Given Imaging Ltd 4+ quarters
  27. Baron · PRLB 4+ quarters
  28. Baron · TTEK 4+ quarters
  29. Baron · SFLY 4+ quarters
  30. Baron · EBAY 4+ quarters
  31. Baron · TPH 4+ quarters
  32. Baron · GLRE 4+ quarters
  33. Baron · BCC 4+ quarters
  34. Baron · HOLI 4+ quarters
  35. Baron · CTXS 4+ quarters
  36. Baron · Angie's List 4+ quarters
  37. Baron · Credit Suisse Group Spon ADR 4+ quarters
  38. Baron · Imperva Inc 4+ quarters
  39. Baron · Intercontinental Exchange Ange 4+ quarters
  40. Baron · Micros Sys Inc 4+ quarters
  41. Baron · Perrigo Co 4+ quarters
  42. Baron · Tesoro Corp 4+ quarters
  43. Baupost · BP 4+ quarters
  44. Berkshire · Starz 4+ quarters
  45. Cantillon · WAT 4+ quarters
  46. Cantillon · LKQ 4+ quarters
  47. Causeway · WU 4+ quarters
  48. Causeway · Giant Interactive Group Inc 4+ quarters
  49. Century · HP 4+ quarters
  50. Century · DLB 4+ quarters

A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 4 quarters up to the prior season.